HCM Defender 100 Index ETF
QQH
28 hedge funds and large institutions have $221M invested in HCM Defender 100 Index ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 3 closing their positions.
23% more capital invested
Capital invested by funds: $180M → $221M (+$41M)
6.05% more ownership
Funds ownership: 78.38% → 84.43% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 29 → 28 (-1)
43% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$7.54M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.83M |
| 3 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$2.72M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$682K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.19M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$710K |
| 3 |
CI
CPR Investments
Rochester,
Michigan
|
-$462K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$358K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$303K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
26
Belpointe Asset Management
Reno,
Nevada
| $5.63K | – | – | – |
|
27
Commonwealth Equity Services
Waltham,
Massachusetts
| $749 | +$60.1K | +1,631 | +9% |
|
|
WAM
28
Worth Asset Management
Dallas,
Texas
| $591 | – | – | – |
|
29
Koshinski Asset Management
Decatur,
Illinois
| – | -$274K | -8,045 | Closed |
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$271K | -7,958 | Closed |
|
31
JP Morgan Chase
New York
| – | -$3K | -100 | Closed |
|
QQH Hedge Fund Activity: Q1 2023 in Review
28 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in HCM Defender 100 Index ETF (QQH) for Q1 2023, worth a combined $221M — up 23% from $180M a quarter earlier.
Fund positioning in QQH was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 14 trimmed.
The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $7.54M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.19M.
- 28 institutional investors held HCM Defender 100 Index ETF (QQH) as of Q1 2023, down from 29 in Q4 2022.
- Funds reported $221M of HCM Defender 100 Index ETF stock for Q1 2023, up 23% quarter-over-quarter.
- 3 funds opened new HCM Defender 100 Index ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
- The largest HCM Defender 100 Index ETF buyer in Q1 2023 was Brinker Capital Investments, an estimated $7.54M added.
- The largest HCM Defender 100 Index ETF seller in Q1 2023 was Cambridge Investment Research Advisors, an estimated $1.19M sold.
Based on aggregated 13F filings for Q1 2023.